Reviews of Financial Planning Hub. (Financial Consultant) in Reading (Berkshire).

Financial Planning Hub

14 Reviews

14 Comments

Financial Consultant

Financial planner

Arlington Business Park, 1650 Waterside Dr, Theale, Reading RG7 4SA, United Kingdom

Description

Information of Financial Planning Hub, Financial Consultant in Reading (Berkshire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Financial Planning Hub

Reviews of Financial Planning Hub

M. R.

Simon was professional and responsive when helping find the right pension investment scheme for me. He works with a set of tools in order to capture information and search the market for the best product. I am very pleased with his services and results!

L. C.

Simon was fantastic and a pleasure to work with. He is very professional, friendly, approachable and knowledgeable. His communication was excellent and he explained complex financial matters in straightforward terms. He really knows his stuff and I wouldn't hesitate to work with him again.

R. W.

Simon is a consummate professional. He is thorough with a high attention focus and deep attention to detail. He's an active and attentive listener which really helps the information transfer. He knows his market and his product set. He goes to great lengths patiently explaining the potential risks and benefits of given scenarios. At first, I had minor issues with the Online Portal but those are IT related and not a reflection on Simon's abilities or skill. Annoying though. I can't say I've had a lot of experience with Financial Planners, but suffice it to say - as my prospects change, I will be calling upon Simon's services again.

V. R.

Simon Stannard was of great help to me. He has a friendly, down-to-earth manner and his approach to understanding my situation and my attitude to investment risk instilled trust and confidence from the outset. He is extremely knowledgeable and a true professional, coming up with options and products that were best suited to my needs, and taking the time to explain everything (including benefits, risks and suitability) in a straightforward, jargon-free way. Simon made it easy for me to make informed decisions on the way forward, and took a weight off my mind. I am delighted with the outcome! I highly recommend him.

A. B.

Simon has a friendly, sympathetic manner. He listens carefully and takes account of one’s views and opinions. He explains possible options clearly, providing the time required to ensure that relevant matters - including potential risks and rewards - are fully understood. He demonstrated to us a thorough knowledge of products appropriate to our needs. He is approachable and, in our experience, available with reasonable notice when required. We would strongly recommend him.

M. G.

Simon Stannard provided exceptional advice, taking time to understand my needs and future financial ambitions. What I really liked about Simon’s approach was how he took into consideration my lifestyle choices so that his advice was really personal to me and my situation. I wouldn’t hesitate in recommending Simon to others.

J. A.

My wife and I have been clients of Simon for a couple of years now and we are very glad we asked for his services. Simon is very personable and puts you at ease from the start. He takes a very methodical and thorough approach to his work and has expertly tailored our financial plans. We have complete confidence in his ability to place our money into the right fund. We would have no hesitation in recommending Simon to anyone who needs financial peace of mind, stability and growth.

R. H.

Simon provided valuable advice for the planning of my early retirement and was greatly instrumental in achieving the outcome that I wanted. He paid very close attention to my requirements when I explained them to him and these were always central to his actions and recommendations. He always responded promptly to any questions I raised and his advice was always very clear and well reasoned. I have no hesitation in recommending Simon to anyone who is looking for advice in the planning of their post retirement income and in particular in ensuring all tax regulations are met and all tax allowances are maximized.

S. H.

Simon was recommended to us by a friend, and since then has given us a lot of valuable help. He took a lot of trouble to help us with financial planning, particularly because my husband needed to invest his pension. He explains very clearly, and is extremely efficient in following up what needs to be done. Very thorough, professional, and easy to deal with.

G. B.

Simon was recommended to me by a solicitor at a time when I was feeling very vulnerable. His friendly but professional manner immediately put me at ease. He gave me good advice for the planning of my retirement, taking into consideration and respecting my cautious nature, and with no pressure at any point. He recommended a great pension product which I am about to start enjoying! Thank you so much for all your help and guidance Simon.

B. L.

Simon is very professional advisor and has an in depth knowledge of the financial services industry. He is easy to talk to and quickly understands a client's situation in order to help them achieve their financial goals. He is good at working with clients to achieve their objectives within their finances taking into account their appetite for risk. I found him very helpful at advising on tax, investment and pension planning opportunities.

C. G.

Simon is the most straightforward and pragmatic financial planner I've ever worked with. He produced a visual projection that showed me on one page what my savings would accrue over my lifetime. I felt at ease with him and his advice and he was a pleasure to work with.

J. F.

I was recommended Simon at the beginning of this year to help me get my finances sorted following divorce. He has been fantastic, taking the time to explain in a language that I was able to understand, the process, until I totally understood where my money was going and for what reason. I would highly recommend him without the slightest hesitation.

M. T.

Simon guided me through the process of setting up the right pension for me. Unlike some other advisors I have dealt with Simon actually listened to what I wanted and then found the right product for me. He was easy to talk to and didn’t mind at all that I didn’t use the correct terminology for some of the pension products. He is honest and very easy to talk to. I would recommend him without hesitation

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